Upgrade from SharePoint Foundation 2010 to SharePoint Server 2010

If you are running Microsoft SharePoint Foundation 2010 and have decided that you need the functionality of Microsoft SharePoint Server 2010, you can upgrade from SharePoint Foundation 2010 to SharePoint Server 2010. You can upgrade by using either the in-place or database attach upgrade approaches. To upgrade in place, you install SharePoint Server 2010 over SharePoint Foundation 2010 and then perform the additional configurations that SharePoint Server 2010 requires. To upgrade by using the database attach upgrade approach, you create a separate environment to run SharePoint Server 2010. Then you copy the content databases to that environment, attach the databases, and upgrade the data.

Because SharePoint Server 2010 has many more capabilities and features than SharePoint Foundation 2010, you should spend some time planning which capabilities you want to take advantage of in your current sites; which new sites you want to create; and how to keep the new environment available, secure, and performing well. For more information, see Planning and architecture for SharePoint Server 2010.

Before you begin the upgrade, review the following information about permissions, hardware requirements, software requirements, and steps to perform before you begin the process.

Ensure that you have met all hardware and software requirements. You must have a 64-bit version of Windows Server 2008 or Windows Server 2008 R2. For server farms, you must also have a 64-bit version of SQL Server 2005 or SQL Server 2008. For more information about these requirements (such as specific updates that you must install), see Determine hardware and software requirements (SharePoint Server 2010).

Ensure that the account that you use to run the SharePoint Products Configuration Wizard for an in-place upgrade, or to attach the databases for a database attach upgrade, is a member of the db_owner fixed database role for all the databases that you want to upgrade.

To install and configure SharePoint Server 2010, you run Setup on all Web servers in the server farm. Then you install any language packs, and then run the SharePoint Products Configuration Wizard to begin upgrading the data. Then, you use the Farm Configuration Wizard to select the service applications that you want to use and enable the new features for existing sites.

If you are running an in-place upgrade on a server farm, disconnect all the users from the server farm by stopping the World Wide Web Publishing Service (W3SVC) on all Web servers. If you allow users in a server farm to connect after the files and databases have been upgraded on one Web server, but before the other Web servers have been upgraded, users will be unable to browse the Web sites.

On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue.

On the Choose a file location page, click Install Now.

Setup runs and installs SharePoint Server 2010.

On the completion page, clear the Run the SharePoint Products Configuration Wizard now check box, and then click Close.

Before you run the SharePoint Products Configuration Wizard:

Ensure that the account you use to run the SharePoint Products Configuration Wizard is a member of the db_owner fixed database role for all the databases that you want to upgrade. If it is not, you might see an error about an unknown user account when the wizard starts to upgrade the databases.

Be sure that you have updated all the servers in your farm with the same updates and service packs. If you have different levels of updates applied, you might see a message about missing updates.

If you are upgrading a single server, you can run the SharePoint Products Configuration Wizard on only that server and start to upgrade content. If you are upgrading a server farm, first run the SharePoint Products Configuration Wizard on the server that is running the SharePoint Central Administration Web site. Pause the wizard and run the wizard on the other servers in the farm, and then return to the first server to complete the wizard. It is important to upgrade Central Administration before you attempt to upgrade any other content in the farm, and completing the wizard on the server that is running Central Administration enables you to do so.

Caution

After you run the SharePoint Products Configuration Wizard, SharePoint Foundation 2010 will no longer be available. You cannot pause or roll back the setup and upgrade process. Be sure that you have a current and valid backup of your environment before you proceed with installation of SharePoint Server 2010.

To run the SharePoint Products Configuration Wizard

Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Products Configuration Wizard.

In the SharePoint Products Configuration Wizard, on the Welcome to SharePoint Products page, click Next.

A message appears that notifies you that Internet Information Services (IIS), the SharePoint Administration Services v4, and the SharePoint Timer Service v4 may need to be restarted or reset during configuration.

Click Yes.

On the Completing the SharePoint Products Configuration Wizard page, verify the settings, and then click Next.

On the Configuration Successful page, review the settings that have been configured, and then click Finish.

Note

If the SharePoint Products Configuration Wizard fails, check the PSCDiagnostics log files and the upgrade log files, which are located on the drive on which SharePoint Server 2010 is installed, in the %COMMONPROGRAMFILES%\Microsoft Shared\Web Server Extensions\14\LOGS folder. For more information about viewing these log files, see Verify upgrade status.

The Feature Pushdown command lets you update all site collections by using the features that are available in SharePoint Server 2010. However, you might want to make these features available only in certain site collections. For information about how to control the features that you make available and the steps to enable the features for sites and subsites, see Enable new features on existing sites and subsites, later in this article.

In a server farm environment, you might want some servers to act as application servers, such as an index server. SharePoint Foundation 2010 does not have the application server role. Therefore, all servers in your farm were originally front-end Web servers. When you ran Setup, you chose a server type (either Complete for an application server, or Web Front End for a Web server) for each server in the farm. For the application servers, you now must use Central Administration to configure the appropriate services for that server. For more information about how to manage services and change your farm topology, see Service application and service management (SharePoint Server 2010) and Farm topology management (SharePoint Server 2010).

After upgrade is completed successfully for all sites, if you stopped the World Wide Web Publishing Service (W3SVC) on all front-end Web servers before the upgrade, manually start the W3SVC on the front-end Web servers to make the Web servers available to users.

If you are changing hardware when you upgrade to SharePoint Server 2010, or if you want to move your SharePoint Foundation 2010 content into an existing SharePoint Server 2010 farm, you can perform a database attach upgrade. This section provides a guide to the steps that you must perform for this type of upgrade. Further information for each step is available in the Perform a database attach upgrade to SharePoint Server 2010 section of the Upgrade Guide.

To upgrade by using the database attach method, you perform the following steps:

Before you attach the content databases to the Web applications, use the Test-SPContentDatabase Windows PowerShell cmdlet to verify that you have all the custom components that you must have for that database. For more information, see Verify custom components.

After you assign services to servers and configure shared services, you can enable the newly installed SharePoint Server 2010 features for the existing site collections on the server farm. Any new sites that you create will automatically have these features. However, existing sites do not receive the new features until you enable them. You can select one of the following:

Enable the new features for all site collections (all site collections get all of the new features).

Enable only the features that you want, and enable them only for specific site collections and subsites.

To enable the SharePoint Server 2010 features for all existing sites in your server farm, use the following procedure. You perform this procedure only once to update all sites in your server farm.

Note

The process for enabling features for all site collections uses a SharePoint Timer Service job and may take a long time to complete, depending on the number of sites in your server farm.

Enable SharePoint Server 2010 features on all existing sites

In Central Administration, click Upgrade and Migration.

On the Upgrade and Migration page, click Enable Features on Existing Sites.

On the Enable features on existing sites page, select the Enable all sites in this installation to use the following set of features check box, and then click OK.

After you click OK, the Feature Enabling Status page opens. This page is periodically updated with current status.

If you do not want all site collections to have the full set of SharePoint Server 2010 features, you can enable just the features that you want for any specific site collection or subsite by using the Site Settings page for that site collection or subsite.

Note

If you decide to enable features on a per-site basis, instead of on all existing site collections, you may have to start the features at the Web application level first. To activate features for a Web application, in Central Administration, on the Application Management page, click Manage Web applications. On the Web Application Management page, select the Web application that contains the sites, and then in the ribbon, click Manage Features. In the Manage Web Application Features dialog box, next to any features that you want that Web application to use, click Activate.

To enable specific features for a specific site collection, perform the following procedure.

Enable specific features for a specific site collection

In the top-level site for the site collection, on the Site Actions menu, click Site Settings.

On the Site Settings page, in the Site Collection Administration section, click Site collection features.

On the Features page, next to any features that you want that site collection to use, click Activate.

To enable specific features for a specific subsite, perform the following procedure.

Enable specific features for a specific subsite

In the subsite, on the Site Actions menu, click Site Settings.

On the Site Settings page, in the Site Actions section, click Site features.

On the Features page, next to any features that you want that subsite to use, click Activate.